Customer Portal

Required Role: OWNER (for setup), Customers (for access)
Plan Required: All Plans

Enable customers to access their own portal to view invoices, estimates, make payments, and manage their account information.

Overview

The Customer Portal provides customers with secure, self-service access to view invoices, estimates, make payments online, and update their information without needing to contact you.

Getting Started

Enabling Customer Portal

1. Navigate to Settings → Business Settings

2. Go to "Customer Portal" section

3. Toggle "Enable Customer Portal" on

4. Configure portal settings:

• Allow Payment: Customers can pay online
• Allow Estimates: Customers can view/approve estimates
• Allow Invoices: Customers can view invoices
• Allow Profile Updates: Customers can update contact info

5. Click "Save"

Related: See Business Settings for configuration

Customer Access

How Customers Access Portal

1. Customer receives email with portal link:

• When first invoice is sent
• When first estimate is sent
• Or manually sent portal access email

2. Customer clicks link in email

3. Portal opens in browser

4. Customer can bookmark for future access

Portal Login

• No Password Required: Customers access via secure link
• Email-Based: Link is tied to customer email
• Secure: Each link is unique and secure

Portal Features

Viewing Invoices

1. Customer opens portal

2. Navigate to "Invoices" section

3. View all invoices:

• Invoice number
• Date
• Amount
• Status (Paid, Unpaid, Overdue)

4. Click invoice to view details

5. Download PDF if needed

Making Payments

1. Customer views invoice

2. Click "Pay Now" button (if Stripe Connect enabled)

3. Enter payment information

4. Complete payment

5. Invoice status updates to "Paid"

6. Receipt is emailed

Related: See Business Settings for Stripe Connect setup

Viewing Estimates

1. Customer opens portal

2. Navigate to "Estimates" section

3. View all estimates:

• Estimate number
• Date
• Amount
• Status (Pending, Accepted, Rejected)

4. Click estimate to view details

5. Approve or reject estimate

Approving/Rejecting Estimates

1. Customer views estimate

2. Review estimate details

3. Click "Approve" or "Reject" button

4. Status updates automatically

5. You receive notification

Updating Profile

1. Customer opens portal

2. Navigate to "Profile" section (if enabled)

3. Update contact information:

• Phone number
• Address
• Other information

4. Save changes

5. Updates sync to your system

Portal Settings

What Customers Can See

• Their invoices and payment status
• Their estimates and approval status
• Their service history (if enabled)
• Their contact information

What Customers Cannot See

• Other customers' information
• Your business financial data
• Internal notes
• Pricing for other customers
• System settings

Sending Portal Access

Automatic Access

Customers automatically receive portal access when:

• First invoice is sent
• First estimate is sent

Manual Access

1. Open customer detail page

2. Click "Send Portal Access" or "Portal Link"

3. Customer receives email with link

4. Or copy link and send manually

Common Tasks

Resending Portal Access

1. Open customer detail page

2. Click "Resend Portal Access"

3. New email sent to customer

4. Customer can access portal

Viewing Portal as Customer

1. Get portal link from customer

2. Open link in browser

3. See what customer sees

4. Test portal features

Disabling Portal for Customer

1. Open customer detail page

2. Disable portal access (if option available)

3. Customer can no longer access

4. Can be re-enabled later

Troubleshooting

Customer can't access portal

• Check email: Verify customer email is correct
• Resend link: Send new portal access email
• Check spam: Customer may need to check spam folder
• Verify portal: Ensure portal is enabled in settings

Payment not working

• Check Stripe Connect: Verify Stripe Connect is set up
• Review invoice: Ensure invoice is in correct status
• Check customer: Verify customer has valid email
• Contact support: If issue persists

Estimate approval not working

• Check estimate: Ensure estimate is sent
• Verify portal: Ensure portal is enabled
• Review status: Check estimate status
• Try again: Customer may need to try again

Portal link expired

• Resend link: Send new portal access email
• Check settings: Verify portal settings
• Contact customer: Provide new link manually

Related Articles

• Business Settings - Portal configuration
• Invoicing - Invoice viewing and payment
• Estimates - Estimate viewing and approval
• Customer Management - Customer information

Best Practices

1. Enable portal: Enable portal for better customer service
2. Set up payments: Configure Stripe Connect for online payments
3. Send access: Ensure customers receive portal access
4. Educate customers: Let customers know about portal
5. Monitor usage: Track portal usage
6. Keep updated: Keep portal features current
7. Test regularly: Test portal as customer would
8. Provide support: Help customers access portal
9. Secure access: Ensure portal is secure
10. Improve experience: Continuously improve portal usability